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MSCI
MSCI

850 hedge funds and large institutions have $44.9B invested in MSCI in 2021 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 339 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 65

21% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 281

5% more funds holding

Funds holding: 807 → 850 (+43)

0.1% more ownership

Funds ownership: 89.92% → 90.02% (+0.1%)

0% less capital invested

Capital invested by funds: $45B → $44.9B (-$116M)

18% less funds holding in top 10

Funds holding in top 10: 22 → 18 (-4)

23% less call options, than puts

Call options by funds: $140M | Put options by funds: $182M

Holders
850
Holders Change
+43
Holders Change %
+5.33%
% of All Funds
13.08%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.28%
New
122
Increased
339
Reduced
281
Closed
65
Calls
$140M
Puts
$182M
Net Calls
-$41.6M
Net Calls Change
+$120M

Top Buyers

1
BlackRock
BlackRock
New York
+$226M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
+$50.4M
3
State Street
State Street
Massachusetts
+$48.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$46.9M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$45M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$532M
2
Capital International Investors
Capital International Investors
California
-$137M
3
American Century Companies
American Century Companies
Missouri
-$96.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$69.5M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$58M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSS
151
Cubist Systematic Strategies
Connecticut
$23.8M +$19.1M +30,395 +361%
Truist Financial
152
Truist Financial
North Carolina
$23.5M -$489K -780 -2%
BCI
153
Brinker Capital Investments
Pennsylvania
$23M -$6.79M -10,825 -22%
QCMNJ
154
Quantum Capital Management (New Jersey)
New Jersey
$22.6M +$96.6K +154 +0.4%
Mitsubishi UFJ Asset Management
155
Mitsubishi UFJ Asset Management
Japan
$22.5M +$3.46M +5,515 +17%
Korea Investment Corp
156
Korea Investment Corp
South Korea
$22.4M +$13.9M +22,200 +154%
TG
157
TCW Group
California
$21.9M +$20.7K +33 +0.1%
LWCFA
158
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.8M -$160K -255 -0.7%
Nomura Asset Management
159
Nomura Asset Management
Japan
$19.6M +$8.84M +14,095 +79%
VIM
160
Vancity Investment Management
British Columbia, Canada
$19.4M +$174K +277 +0.9%
AIG
161
American International Group
New York
$19.2M +$28.2K +45 +0.1%
CM
162
Castleark Management
Illinois
$19.1M +$452K +720 +2%
Two Sigma Advisers
163
Two Sigma Advisers
New York
$19M +$7.46M +11,900 +62%
Aberdeen Group
164
Aberdeen Group
United Kingdom
$18.7M -$501K -799 -3%
WBC
165
Westpac Banking Corp
Australia
$18.6M -$2.57M -4,092 -12%
National Bank of Canada
166
National Bank of Canada
Quebec, Canada
$18.4M +$18.9M +30,107 New
EP
167
Edgestream Partners
New Jersey
$18.3M +$18.1M +28,864 +2,813%
PI
168
PGGM Investments
Netherlands
$18.2M – – –
PAI
169
Pittenger & Anderson Inc
Nebraska
$18.1M +$114K +181 +0.6%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$17.9M -$4.22M -6,729 -17%
DILIC
171
Dai-ichi Life Insurance Company
Japan
$17.9M +$921K +1,469 +5%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$17.8M +$6.69M +10,664 +58%
Treasurer of the State of North Carolina
173
Treasurer of the State of North Carolina
North Carolina
$17.8M +$119K +190 +0.7%
Caisse de Depot et Placement du Quebec (CDPQ)
174
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.8M +$6.52M +10,400 +56%
NB
175
Norinchukin Bank
Japan
$17.8M +$7M +11,158 +62%
5 6
7
8 9

MSCI Hedge Fund Activity: Q4 2021 in Review

850 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in MSCI (MSCI) for Q4 2021, worth a combined $44.9B — down 0.26% from $45B a quarter earlier.

Buyers outnumbered sellers: 122 funds opened new MSCI positions and 65 closed out — a net gain of 57 holders — while 339 added to existing stakes and 281 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was T. Rowe Price Associates, cutting an estimated $532M.

  • 850 institutional investors held MSCI (MSCI) as of Q4 2021, up from 807 in Q3 2021.
  • Funds reported $44.9B of MSCI stock for Q4 2021, down 0.26% quarter-over-quarter.
  • 122 funds opened new MSCI positions in Q4 2021 and 65 closed out, a net change of +57 holders.
  • The largest MSCI buyer in Q4 2021 was BlackRock, an estimated $226M added.
  • The largest MSCI seller in Q4 2021 was T. Rowe Price Associates, an estimated $532M sold.

Based on aggregated 13F filings for Q4 2021.